EquityList +
EquityList
+
EquityList helps you streamline equity-related workflows for your portfolio companies and clients. Use our suite of tools to manage cap table, stock options, board consents and other cross-functional activities.
Accounting & Legal Firms
We do the heavy lifting so that you can execute faster, with more accuracy!
Digitize & track cap table & securities
- Store end-to-end cap table & shareholding data
- Track historical transactions & ownership details
- Model fundraising scenarios and dilution
Manage option pools & issue hundreds of grants
- Issue and execute grants in a matter of few clicks
- Control permission levels & implement maker-checker workflows
- Download & customize overview, vesting, & expense reports
Optimize board & shareholder consents
- Save time & store recurring consent templates
- Use board consent workflows for efficient approvals
- Easily execute shareholder consent with pre-filled data
VCs and Investors
Manage your portfolio and track ownership accurately!
- Visualise portfolio ownership in real-time
- Invited your portfolio companies
- Repository of your investment documents
- Request and fetch valuation reports
- Shared data room and synced investor updates